See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,476 | $70,606-34.2% | $53,898-13.8% | $142,382-67.4% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 11.08% | 619.81%-608.7pp | 528.60%-517.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,881 | $1,202+222.9% | $932+316.4% | $4,299-9.7% |
| Participant deferral / active EE | $7,237 | $2,364+206.2% | $1,826+296.3% | $6,507+11.2% |
| Admin fee / account holder | $25,308 | $2,852+787.5% | $2,491+916.0% | $12,624+100.5% |